Entegris Inc
ENTGQ2 2025(ENTG Q1 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$1.2B
AI Revenue (Q)
$77.1M
Total Revenue (Q)
$771.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $773.2M (10-Q Mar 29, 2025). MS $341.4M, APS $433.9M. Revenue roughly flat YoY (was $771.0M in Q1 FY2024). AI chip production continues scaling: NVIDIA Blackwell at full production, TSMC advanced node capacity expansions, HBM3E production growing rapidly. Taiwan revenue $175.7M (up from $155.1M YoY, +13%), reflecting growing TSMC advanced node output for AI. China revenue $153.4M. CHIPS Act disbursements not yet received. AI's share of total semiconductor production growing as hyperscaler AI capex hits record levels. Increase to 10%. Math: $773.2M x 10% = ~$77.3M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: MS $341.4, APS $433.9, Inter-segment ($2.1), Total $773.2 [three months ended Mar 29, 2025]
Segment Reporting Note, 10-Q ended Mar 29, 2025
Taiwan revenue $175.7M [vs $155.1M prior year, up 13%]
Geographic Revenue Note, 10-Q ended Mar 29, 2025
AI Products Identified (Ring 1)
CMP slurries/pads for AI chip nodesALD/CVD precursors for AI acceleratorsAdvanced filtration for leading-edge fabsGas purification for EUV/advanced lithoHBM CMP materials2nm/3nm node materials
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Mature node materialsNon-HBM DRAM materialsNAND materialsLife sciences filtrationNon-semiconductor products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix